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Banker-Customer Experience (Dehradun)

IDFC FIRST Bank · Dehradun

📅 20/08/2026
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Job Requirements About the Role The Banker Customer Experience is a front-line position within the Retail Banking division, responsible for delivering exceptional customer service and building robust client relationships. The role focuses on engaging customers efficiently and cost-effectively to become their preferred banking partner. The incumbent will manage customer portfolios, drive business growth through cross-selling, ensure operational excellence, and maintain compliance with regulatory standards. This role is crucial for driving customer satisfaction and enhancing branch-wide performance. Key Responsibilities Primary Responsibilities - Engage daily with customers to drive growth inCurrent Accounts (CA),Savings Accounts (SA), andTerm Deposits (TD), along with cross-selling of assets, wealth products, Retail Trade Forex and credit cards - Achieve business targets as defined in the performance scorecard. - Provide need-based product solutions by aligning customer requirements with business offerings. - Assess customer potential and increase product penetration per relationship. - Generate referrals and additional business from existing customers. - Ensure prompt and customer-focused resolution of queries and complaints. - Adhere to banking regulations and internal policies related toAnti-Money Laundering (AML),Know Your Customer (KYC), andData & Information Security. - Assist in the closure of audit observations and ensure compliance. Secondary Responsibilities - Conduct internal audits and ensure compliance with all regulatory and organizational guidelines. - Deliver best-in-class customer service to strengthen customer loyalty and retention. What We Are Looking For Education - Graduate in any discipline. - Postgraduate qualification (MBA) preferred. Experience - 1 to 4 years of relevant experience in banking or allied sectors. Skills and Attributes - Strong customer engagement and relationship management skills. - Ability to understand and match cu .
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